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4月15日晚间,移为通信(300590.SZ)公布2025年第一季度业绩预告,1-3月公司实现归属于上市公司股东的净利润盈利885.91万元~1,240.27万元,比上年同期下降65%~75%;扣非经净利润盈利511.11万元~851.85万元,比上年同期下降75%~85%。

对于业绩预降的原因,移为通信表示:“2025年一季度,公司实现营业收入大约15,680.50万元,同比下降近26%,营业收入减少导致毛利额减少1,883.72万元。今年年初开始,中美贸易摩擦不断升级,公司海外产能释放的过程中,导致订单交付进度受到影响。新一代技术的不断发展,客户对新产品的需求提升,且部分国家在做网络机制的切换,公司在报告期内,加大对新产品的开发力度,部分新老产品的交替阶段,会阶段性的造成营业收入波动。”

“报告期内,公司加强市场拓展及研发立项数量增多,导致公司销售费用、管理费用、研发费用同比增加了729.72万元。预计非经常性损益对公司净利润的影响金额约为300万元,与去年同期相比增加了164万元。”移为通信指出。

移为通信致力于为全球客户及合作伙伴提供具有前瞻性的物联网终端产品和解决方案,产品涉及车载智能终端、资产管理智能终端、智能宽带等。

值得注意的是,近年来,移为通信的股东对其减持较多。

据统计,从2020年至今,移为通信的控股股东、实际控制人、董事长、总经理廖荣华有23条关于移为通信的交易,全部为减持,合计减持股数约2598万股。其中,今年以来减持5次,合计452万股。

同时,高管彭嵬、张杰、贺亮等也多次减持。

此外,去年11月,移为通信的5%以上股东精速国际有限公司、信威顾问有限公司分别减持了118.14万股移为通信股票。

移为通信(300590.SZ)今日还公布2024年度业绩快报,2024年度公司实现营业总收入9.67亿元,同比下降4.81%;利润总额1.69亿元,同比增长9.17%;归属于上市公司股东的净利润1.59亿元,同比增长8.08%;扣非净利润1.42亿元,同比下降1.28%。

二级市场上,截至4月15日收盘,移为通信股价12.21元/股,今年以来下跌21.02%。

来源:读创财经

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